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Johnson & Johnson

1,967 hedge funds and large institutions have $170B invested in Johnson & Johnson in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 676 increasing their positions, 900 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 51

7% more funds holding

Funds holding: 1,8311,967 (+136)

1% more capital invested

Capital invested by funds: $168B → $170B (+$1.97B)

0.04% less ownership

Funds ownership: 65.88%65.85% (-0.04%)

4% less funds holding in top 10

Funds holding in top 10: 606582 (-24)

25% less repeat investments, than reductions

Existing positions increased: 676 | Existing positions reduced: 900

36% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $2.18B

Holders
1,967
Holders Change
+136
Holders Change %
+7.43%
% of All Funds
57.06%
Holding in Top 10
582
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-3.96%
% of All Funds
16.88%
New
207
Increased
676
Reduced
900
Closed
51
Calls
$1.39B
Puts
$2.18B
Net Calls
-$793M
Net Calls Change
-$672M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1526
Summit Asset Management
Tennessee
$1.16M +$103K +1,122 +10%
BSB
1527
Bangor Savings Bank
Maine
$1.16M +$120K +1,304 +12%
VCM
1528
Vigilant Capital Management
Maine
$1.15M -$8.29K -90 -0.7%
Westfield Capital Management
1529
Westfield Capital Management
Massachusetts
$1.15M
AAM
1530
Azzad Asset Management
Virginia
$1.14M +$62.9K +682 +6%
YP
1531
Yellowstone Partners
Idaho
$1.12M +$1.13M +12,256 New
NAM
1532
Needelman Asset Management
California
$1.11M -$1.38K -15 -0.1%
BCM
1533
Brookstone Capital Management
Illinois
$1.11M +$1.12M +12,105 New
BA
1534
Birinyi Associates
Connecticut
$1.11M -$69.1K -750 -6%
RP
1535
Reinhart Partners
Wisconsin
$1.1M -$75.7K -821 -6%
TT
1536
Tower Trust
Indiana
$1.1M +$70K +760 +7%
WI
1537
Wedgewood Investors
Pennsylvania
$1.09M +$32.3K +350 +3%
CFN
1538
Cordasco Financial Network
Florida
$1.08M +$1.09M +11,793 New
MWP
1539
Moller Wealth Partners
$1.08M -$28.2K -306 -3%
SAM
1540
SignalPoint Asset Management
Missouri
$1.08M +$477K +5,181 +79%
TFA
1541
Transamerica Financial Advisors
Florida
$1.06M -$1.8M -19,533 -63%
CD
1542
Carl Domino
Florida
$1.06M -$1.84K -20 -0.2%
BVDMP
1543
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.05M
WIS
1544
Wright Investors Service
Connecticut
$1.05M +$266K +2,890 +34%
FBA
1545
Front Barnett Associates
Illinois
$1.04M -$4.7K -51 -0.4%
FWM
1546
Focused Wealth Management
New York
$1.04M +$369 +4 +0%
BFPW
1547
BOK Financial Private Wealth
Colorado
$1.04M +$92 +1 +0%
WA
1548
WealthTrust Axiom
Pennsylvania
$1.04M +$71.1K +771 +7%
FIM
1549
Freedom Investment Management
Connecticut
$1.04M +$87.3K +947 +9%
RA
1550
Royce & Associates
New York
$1.03M -$203K -2,200 -16%

JNJ Hedge Fund Activity: Q4 2013 in Review

1,967 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2013, worth a combined $170B — up 1.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new JNJ positions and 51 closed out — a net gain of 156 holders — while 676 added to existing stakes and 900 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $421M. The largest seller was Bank of New York Mellon, cutting an estimated $284M.

  • 1,967 institutional investors held Johnson & Johnson (JNJ) as of Q4 2013, up from 1,831 in Q3 2013.
  • Funds reported $170B of Johnson & Johnson stock for Q4 2013, up 1.2% quarter-over-quarter.
  • 207 funds opened new Johnson & Johnson positions in Q4 2013 and 51 closed out, a net change of +156 holders.
  • The largest Johnson & Johnson buyer in Q4 2013 was Fidelity Investments, an estimated $421M added.
  • The largest Johnson & Johnson seller in Q4 2013 was Bank of New York Mellon, an estimated $284M sold.

Based on aggregated 13F filings for Q4 2013.